Our Clients

The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley. Through referrals and household moves our clients now live all over the world.  They typically have assets ranging from $3 million to more than $50 million.  Most are down to earth smart and savvy successful professionals in their 30's, 40's, and 50's.

 

Below is a sampling of some of our current clients:

Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth

Visit

3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062

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